Fina Wellness - A Great Example of Building on John's Foundation

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

i wouldn't call that a pivot, but that's a great example of sort of building on what john began. So we started to invest there, and then enter the great resignation and this time of movement for oyees. That's where i'm kind of building on the foundation that he set as businessis gettin more sophisticated. I know you're in the process of rolling out new products for fina wellness, and i'm curious whether that's one of those areas.

It may appear off-brand for Betterment, a digital investment adviser, to acquire a cryptocurrency investing platform. But CEO Sarah Levy explains that Betterment, positioned around its long-term diversification philosophy, has approached this volatile space with their tried-and-true principles top of mind. “Once we believe that an asset class is here to stay,” she says, “the question is: how do we responsibly incorporate that alongside a traditional investment strategy?” Levy, who became CEO in the midst of the pandemic, offers an intriguing perspective on how new, fast-moving digital finance platforms are shifting the norms of the industry. “We are not saddled with legacy businesses here that prevent us from chasing new dreams.”

Read a transcript of this episode: https://mastersofscale.com

Subscribe to the Masters of Scale weekly newsletter: https://mastersofscale.com/subscribe

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.